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Stuff I’m Reading this Morning…

Scott Minerd: Finally – US, Europe and China all on the mend at the same time.  (Guggenheim)

Why Bank of America’s chief economist isn’t worried about inflation.  (CalculatedRisk)

Icahn takes on Family Dollar: Sell yourselves, fools.  (DealBook)

Credit Suisse: Divergence between oil prices and integrated oil producers represent a buying opportunity.  (Bloomberg)

The story about how hedge funds took over Yeshiva University’s endowment and helped blow up a billion dollars is incredible.  (TakePart)

Stanley Druckenmiller on the “asset rich, income poor” economy.  (WSJ)

The Iraqi army is f***ed.  (Vox)

Advertisers have lost the attention of a generation.  (FT)

Your favorite investment bloggers weigh in – advice for novice investors.  (AbnormalReturns)

The new book – Clash of the Financial Pundits – now available for pre-order!